Analytics, Development, and Intake Management Manager

Bank of America•Tampa, FL

2d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Manages/oversees the analytical, team, & client responsibilities across a targeted group of Analytical resources consisting of Senior Analysts, Team Leads, and Analysts; serving one or more senior executives with functional responsibility across Wealth and Consumer channels, products, marketing Ensures appropriate focus and alignment of staff and resources Identifies opportunities for collaboration across the Analytics organization to effectively deliver against priorities. Supervises, directs, and communicates complex analyses using a variety of tools, techniques and resources to deliver insights that drive business direction and decision making. Partners with P&L owners and senior executives to identify, analyze, and propose solutions to a variety of business problems using data driven insights. Develops employees within the analytical discipline to be able to communicate and improve their business insight capabilities. Experience in supervising/leading technical or complex projects and managing to an outcome(directly or indirectly). Proven track record in financial services, consumer products, or marketing business / analytics. Knowledge of current data techniques, and tools. Bachelors Degree. Demonstrated understanding of statistical data uses in business decisions. Role Overview This role is responsible for leading a Global Operations Data and Modeling team focused on analytics, reporting development, automation, and intake management. The manager will oversee developers, analysts, and intake management employees who deliver scalable reporting solutions, manage portfolio demand, maintain inventory and documentation controls, and use data-driven insights to improve operational performance, regulatory readiness, and business outcomes. The role requires inclusive, accountable leadership, technical fluency, stakeholder management, risk discipline, and the ability to translate complex business needs into prioritized, sustainable solutions. Managerial Expectations • Model inclusive leadership and create an environment that supports engagement, accountability, constructive challenge, and continuous improvement. • Provide regular inspection, coaching, feedback, and performance management to motivate employees, recognize performance, provide meaningful feedback, and support employee growth. • Demonstrate deep process knowledge and operational excellence through simplicity, data-based decision-making, and measurable process improvement. • Act as an enterprise advocate by connecting team priorities to broader organizational strategy, risk appetite, and business outcomes. • Maintain strong risk discipline by identifying, escalating, debating, and resolving issues in alignment with enterprise control expectations. • Manage resources, expenses, and priorities responsibly while ensuring work is appropriately delegated, tracked, and delivered. • Develop talent across technical, analytical, process, and relationship-management disciplines, including hiring, onboarding, readiness, and long-term skill growth. • Foster a respectful, inclusive environment where employees are empowered to contribute, challenge constructively, and grow. Success Profile The successful candidate will be a hands-on leader who can manage people, shape portfolio priorities, engage senior stakeholders, and guide teams through the delivery of high-quality data, reporting, development, and intake management outcomes. This leader will combine technical fluency, operational judgment, control awareness, and strong coaching skills to build a high-performing team that delivers consistent value to Global Operations Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Key Responsibilities • Manage and develop a team of developers, analysts, and intake management employees responsible for reporting, analytics, automation, and portfolio execution. • Lead intake governance, demand prioritization, sequencing, dependency management, and delivery oversight across a complex portfolio of initiatives. • Establish and maintain reporting inventory controls, process documentation, coding standards, change management practices, and quality assurance routines. • Partner with senior leaders, product management, technology, risk, control, and operational stakeholders to understand business problems, define priorities, and deliver actionable data products. • Oversee the design, development, and operational ownership of dashboards, reporting suites, automation routines, and analytical products that improve operational performance and decision-making. • Use data analysis, forecasting, trend identification, and performance measurement to surface insights, evaluate risks, and support fact-based business decisions. • Drive standardization, simplification, and modernization of legacy reporting and intake processes into scalable, resilient, and well-controlled solutions. • Ensure adherence to enterprise requirements for data usage, regulatory compliance, audit readiness, document retention, procedural documentation, and control oversight. • Communicate trends, risks, recommendations, and delivery status through executive-ready narratives, performance updates, and governance forums. • Coach employees in technical skills, analytical thinking, problem structuring, communication, stakeholder engagement, and professional development.

Requirements

Experience in supervising/leading technical or complex projects and managing to an outcome (directly or indirectly)
Proven track record in financial services, consumer products and/or marketing business / analytics
Knowledge of current data techniques and tools
Bachelor’s Degree in related field
Coursework in finance, math/statistics and/or computer science
Demonstrated understanding of statistical data uses in business decisions
5+ years of experience in data analytics, reporting, application development, process management, project management, operational performance, or a related financial services function.
4+ years of leadership experience managing or directly guiding technical, analytical, development, or intake management teams.
Experience leading complex technical or analytical initiatives from intake through delivery, including prioritization, stakeholder alignment, execution tracking, and outcome management.
Strong understanding of reporting governance, data quality, process documentation, inventory controls, change management, audit readiness, and regulatory or operational risk expectations.
Demonstrated ability to translate business problems into analytical solutions, reporting requirements, automation opportunities, and measurable performance outcomes.
Experience with business intelligence, data mining, workflow automation, or database tools such as SQL, Tableau, Alteryx, Python, SAS, PowerShell, JavaScript, Oracle, SQL Server, Hadoop, or comparable approved enterprise technologies.
Excellent verbal, written, and interpersonal communication skills, including the ability to influence senior leaders and communicate complex analysis in a clear, executive-ready format.
Ability to manage multiple priorities in a highly matrixed, fast-paced, and dynamic, deadline-driven environment while meeting deadlines and maintaining quality.
Bachelor’s degree in a related field or equivalent work experience.

Nice To Haves

Experience in Global Operations, non-financial regulatory reporting, operational reporting, risk management, control functions, or financial services operations.
Coursework or experience in finance, mathematics, statistics, computer science, data engineering, business analytics, or related disciplines.
Proven track record developing reporting products, dashboards, automation solutions, or analytical product suites for senior leadership or operational clients.
Experience building or managing end-to-end reporting systems, intake workflows, reporting inventories, and reusable analytical assets.
Demonstrated ability to coach developers and analysts on technical execution, analytical theory, documentation practices, peer review, and stakeholder communication.
Knowledge of enterprise-approved tools, platforms, systems, and data environments used to support scalable reporting, automation, and analytics delivery.

Responsibilities

Manage and develop a team of developers, analysts, and intake management employees responsible for reporting, analytics, automation, and portfolio execution.
Lead intake governance, demand prioritization, sequencing, dependency management, and delivery oversight across a complex portfolio of initiatives.
Establish and maintain reporting inventory controls, process documentation, coding standards, change management practices, and quality assurance routines.
Partner with senior leaders, product management, technology, risk, control, and operational stakeholders to understand business problems, define priorities, and deliver actionable data products.
Oversee the design, development, and operational ownership of dashboards, reporting suites, automation routines, and analytical products that improve operational performance and decision-making.
Use data analysis, forecasting, trend identification, and performance measurement to surface insights, evaluate risks, and support fact-based business decisions.
Drive standardization, simplification, and modernization of legacy reporting and intake processes into scalable, resilient, and well-controlled solutions.
Ensure adherence to enterprise requirements for data usage, regulatory compliance, audit readiness, document retention, procedural documentation, and control oversight.
Communicate trends, risks, recommendations, and delivery status through executive-ready narratives, performance updates, and governance forums.
Coach employees in technical skills, analytical thinking, problem structuring, communication, stakeholder engagement, and professional development.
Model inclusive leadership and create an environment that supports engagement, accountability, constructive challenge, and continuous improvement.
Provide regular inspection, coaching, feedback, and performance management to motivate employees, recognize performance, provide meaningful feedback, and support employee growth.
Demonstrate deep process knowledge and operational excellence through simplicity, data-based decision-making, and measurable process improvement.
Act as an enterprise advocate by connecting team priorities to broader organizational strategy, risk appetite, and business outcomes.
Maintain strong risk discipline by identifying, escalating, debating, and resolving issues in alignment with enterprise control expectations.
Manage resources, expenses, and priorities responsibly while ensuring work is appropriately delegated, tracked, and delivered.
Develop talent across technical, analytical, process, and relationship-management disciplines, including hiring, onboarding, readiness, and long-term skill growth.
Foster a respectful, inclusive environment where employees are empowered to contribute, challenge constructively, and grow.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.